Kennebec Savings Bank SPYX — Spdr S&p 500 Fossil Fuel Reserves Free Etf Res Fre

Ownership history in Kennebec Savings Bank  ·  7 quarters on record

AI Ownership Summary

Kennebec Savings Bank reported Spdr S&p 500 Fossil Fuel Reserves Free Etf Res Fre (SPYX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows SPYX at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPYX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kennebec Savings Bank's position in Spdr S&p 500 Fossil Fuel Reserves Free Etf Res Fre, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPYX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPYX stock page Kennebec Savings Bank fund profile Kennebec Savings Bank full holdings
How Kennebec Savings Bank held SPYX — position size vs. price
% of Fund (quarterly)    SPYX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,794 -9 -0.5% 0.09% $95K 2026-04-17 $58.19
2025 Q4 REDUCED 5.1% -5.4% ✅ 1,803 -96 -5.1% 0.09% $101K 2026-01-22 $56.46
2025 Q3 ADDED — — — 1,899 +76 +4.2% 0.09% $104K 2025-10-09 $55.00
2025 Q2 UNCHANGED — — — 1,823 — 0% 0.09% $93K 2025-07-21 $51.32
2025 Q1 REDUCED — — — 1,823 -52 -2.8% 0.09% $83K 2025-04-14 $43.85
2024 Q4 UNCHANGED — — — 1,875 — 0% 0.09% $90K 2025-01-23 $49.48
2024 Q3 INITIATED — — — 1,875 — — 0.09% $89K 2024-11-04 $46.04

🏢 Other funds also holding SPYX

As of 2026 Q1 — sorted by position size

Windmill Hill Asset Management Ltd 3Y 66.68% Choate Investment Advisors 3Y 7Y 2.47% Gemmer Asset Management LLC 3Y 7Y 1.9% CRUX WEALTH ADVISORS 1.74% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 1.68% RETIREMENT INCOME SOLUTIONS, INC 3Y 7Y 1.54% Stonehearth Capital Management, LLC 3Y 7Y 1.45% SPINNAKER TRUST 3Y 7Y 1.27% SEEDS INVESTOR LLC 1.1% TIFF ADVISORY SERVICES, LLC 3Y 7Y 1.01%

FAQ About Kennebec Savings Bank and SPYX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kennebec Savings Bank reported owning SPYX?

Kennebec Savings Bank reported SPYX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SPYX position in Kennebec Savings Bank's portfolio?

The largest reported portfolio weight for SPYX was 0.09% in 2025 Q3.

What is the latest reported SPYX position on this page?

The most recent filing on this page is 2026 Q1, when Kennebec Savings Bank reported 1,794 shares, equal to 0.09% of portfolio, with an estimated market value of $95K.

What does the chart on this SPYX ownership page compare?

The chart compares Kennebec Savings Bank's quarterly SPYX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kennebec Savings Bank time their SPYX position?

Based on 13F filing dates vs. subsequent SPYX price moves, Kennebec Savings Bank correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SPYX relative to SPY over the holding period was -0.3%.

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